Margaret Ellison, CPA
Managing Partner
Margaret has spent twenty-five years advising owner-managed businesses through growth, financing and succession. She leads the firm's assurance and quality review practice.
Our story
Every set of books is somebody's story.
Capstone Accounting Group, LLC keeps that story straight — accurate, early and explained in plain language.
How we work
We are a US firm built around owner-managed businesses: fixed fees agreed up front, a senior accountant leading every engagement, and no work handed to a stranger halfway through the year.
The approach is deliberately unglamorous: accurate books, early filings and clear explanations. Clients stay because the work is dependable, not because of a sales cycle.
01
The climb
Most owners come to us mid-climb: the business is working, but the books lag, filings creep up and nobody can say what this month really earned. We start by rebuilding the ledger so the numbers are true before anyone makes a decision on them.
02
The keystone
A capstone is the last stone set — the one that holds the arch together. That is the role of a closed month: reconciled accounts, a clean profit and loss statement, and a cash position you can act on without hedging.
03
The season ahead
With current numbers we can plan instead of react: quarterly estimates, entity and compensation choices, financing packs and forecasts that survive contact with a lender.
04
The quiet part
Then it becomes routine. Books closed by the 15th, filings early, one senior accountant who knows your business and answers within a business day.
What we do together
- Bookkeeping & AccountingClean, reconciled books every month so you always know where the business stands before decisions get expensive.
- Tax Planning & FilingProactive planning through the year, not a scramble in filing season — for the company and its owners.
- Payroll & ComplianceAccurate pay runs, on-time filings, and records that hold up when someone asks questions.
- CFO & AdvisoryA finance partner in the room for budgets, pricing, funding conversations and growth decisions.
- Business FormationStart on the right structure with registrations, licences and an accounting stack that scales.
- Audit & Assurance SupportDocumentation, schedules and reconciliations prepared so reviews and audits move quickly.
The team
David Karan, CPA
Partner — Tax
David heads business and individual tax, with deep experience in multi-state filings, S-corp planning and resolving legacy compliance issues.
Priya Raman
Director — Accounting Services
Priya runs the monthly close and bookkeeping teams, and has rebuilt records for construction, healthcare and e-commerce clients across the country.
Alex Whitfield
Lead — CFO Advisory
Alex works as a fractional CFO to founder-led companies, focusing on cash forecasting, pricing and getting financials ready for lenders and investors.
Start with a conversation
Tell us where the books are today. We will tell you exactly what it takes to get them current, and what it will cost.